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Houston Friend | Financial Advisor

Profile img for Houston Friend, financial advisor at Redeem Wealth
Gilbert, AZ
Houston Friend
Financial Advisor
Financial Planner/Tax Professional at
Redeem Wealth

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I love helping families and small business owners optimize their financial life, especially in the area of taxes. I have 8 years of investment industry experience and earned the tax professional designation as an Enrolled Agent (EA). I spent time with some of nation’s largest financial firms, including Fidelity Investments and Edelman Financial Engines before starting Redeem Wealth. An Arizona native, I am married to Kristen and we have two boys, Giovanni and Henry. I enjoy time outdoors, playing with my kids, and rooting on Arizona sports teams.
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Specialties and Expertise

6
Tax Preparation
Tax Minimization Investment Strategies
Business Ownership Strategies
Retirement Income
Portfolio Construction
Philanthropic Planning and Giving

Clientele

6
Retirees
Surviving Spouses
Divorcees
Business Owners
Startup Employees
Tech Employees

Credentials and Designations

2
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Enrolled Agent

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Series 65 - Uniform Investment Adviser Law Exam

Education

1
Arizona Christian University, baccalaureate university affiliated with the Conservative Baptist Association of America in PhoenixSecondary Education, Highly Qualified in English Language ArtsYear Obtained: 2012

Job History

4
Redeem WealthCo-Owner & Financial Planner2021-Present
Personal CapitalVice President Financial Advisor2020-2021
Edelman Financial EnginesInvestment Advisor2018-2020
Fidelity InvestmentsFinancial Representative2016-2018
Quick Facts About Houston
Years of Experience:9 yearsMember since:2022Average Account Size:$500,000Number of clients:250

Services Provided

How I help my clients

Tax Planning

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Gilbert, AZ
Houston Friend
Financial Advisor
Financial Planner/Tax Professional at
Redeem Wealth
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Profile last updated: 11-21-2025
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